PARTNERS

Previously only available to a select clientele with mandates in excess of $5 million, SIC’s diversified and balanced ETF portfolios are structured to achieve long-term growth and limit risk in the tried-and-true style of a pension plan.

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Echelon clients with portfolios of $50,000 or more can now invest in a SIC Global Multi-Asset Portfolio — the very same investment strategy implemented on behalf of SIC’s institutional clients on Echelon’s SMA platform.

Contact your Echelon Advisor to learn more about SIC Global Multi-Asset Portfolios. For investors new to Echelon contact T. Michael Judge, Senior Vice-President, Portfolio Manager by phone at 416-350-3260 or email at  mjudge@echelonpartners.com.

 

ADDRESS
Head office
615 – 15th Ave SW, Suite 102
Calgary, T2R 0R4

CALGARY OFFICE
403.802.3108
info@www.shaunessy.com

TORONTO OFFICE
416.238.7182
info@www.shaunessy.com